Investment materials

Resources

• MPS and OEIC portfolios are centrally run.

• Advisers will receive our regular Investment Comments and Fact sheets

Discretionary Fund Management for Intermediaries brochure

• Discretionary Service DDQ

Discretionary Service FAQ

• Platforms available for the MPS service include AEGON, Aviva, Novia, Standard Life and Transact. This list is growing and can be extended if you predominantly use another platform. Platforms provide online access so clients and Intermediaries can view their holdings whenever they choose.

Cantab Fee Schedule:

MPS fees 0.36% (no VAT) 

OEIC fees 0.30%